Global Retirement Partners, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DRW and the CUSIP is 97717W331. A total of 31 filers reported holding WISDOMTREE TR in Q3 2017. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
Global Retirement Partners, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2021$9,0000.0%3320.0%0.00%0.0%
Q1 2021$9,0000.0%3320.0%0.00%0.0%
Q4 2020$9,000
+12.5%
3320.0%0.00%0.0%
Q3 2020$8,0000.0%3320.0%0.00%0.0%
Q2 2020$8,000
+14.3%
3320.0%0.00%0.0%
Q1 2020$7,000
-30.0%
3320.0%0.00%
-50.0%
Q4 2019$10,0000.0%3320.0%0.00%0.0%
Q3 2019$10,0000.0%3320.0%0.00%0.0%
Q2 2019$10,000
-9.1%
3320.0%0.00%
-33.3%
Q1 2019$11,000
+22.2%
3320.0%0.00%
+50.0%
Q4 2018$9,000
-10.0%
3320.0%0.00%0.0%
Q3 2018$10,0000.0%3320.0%0.00%
-33.3%
Q2 2018$10,000
-9.1%
3320.0%0.00%0.0%
Q1 2018$11,0000.0%3320.0%0.00%0.0%
Q4 2017$11,000
+10.0%
3320.0%0.00%
-25.0%
Q3 2017$10,000
-23.1%
332
-27.4%
0.00%
-33.3%
Q2 2017$13,0000.0%4570.0%0.01%
-14.3%
Q1 2017$13,000
+8.3%
4570.0%0.01%
-12.5%
Q4 2016$12,0004570.01%
Other shareholders
WISDOMTREE TR shareholders Q3 2017
NameSharesValueWeighting ↓
HHM Wealth Advisors, LLC 51,001$1,638,0001.05%
Lester Murray Antman dba SimplyRich 23,154$744,0000.60%
SignalPoint Asset Management, LLC 30,698$986,0000.43%
Brinker Capital Investments, LLC 245,745$7,893,0000.25%
Wealthstreet Investment Advisors, LLC 31,174$1,001,0000.13%
ROCKLAND TRUST CO 31,322$1,006,0000.11%
MISSION WEALTH MANAGEMENT, LP 17,380$558,0000.06%
Advisors Preferred, LLC 3,222$103,0000.03%
Ceros Financial Services Inc. 3,222$103,0000.03%
Steward Partners Investment Advisory, LLC 11,715$376,0000.02%
View complete list of WISDOMTREE TR shareholders